Settings Dashboard – General

The General section of HoudiniEsq 2.0’s Settings Dashboard will allow Admin users to configure and view global information about your specific instance of HoudiniEsq. You can think of an instance as an individual server, with its own configuration information, records, and staff. Below, we’re going to go over each individual […]

Settings Dashboard Overview

In this article, we’ll explain the Settings Dashboard in HoudiniEsq 2.0. The Settings Dashboard is where you can go to configure HoudiniEsq on a “macro” level, allowing for the configuration of organization-wide settings. It replaces the Organization Settings in HoudiniEsq Classic. Keep in mind this menu is only available to […]

Reports – Performance

In this article, we will go over the Performance Reports section of the Reports Dashboard in HoudiniEsq 2.0. This is a quick, concise section which will allow you to easily see in graphical representation the current performance and income forecasts for your firm or organization. The Performance section is comprised […]

Reports Overview

The Reports section of HoudiniEsq 2.0 allows you to extrapolate data in a variety of forms from the application. Reports are an integral part of any data-focused system, and HoudiniEsq 2.0 offers you a variety of options to obtain that information. To get to the Reports section of HoudiniEsq, click […]

Calendar Overview

In HoudiniEsq, any Events which are added to the system can be accessed from the Calendar. The Calendar allows you to view all past and upcoming Events in the system for any user, as well as export and filter your schedule however you see fit. In this article, we will be detailing the functionality […]

Billing Dashboard Overview

For a video guide on invoicing in HoudiniEsq 2.0, click here. In HoudiniEsq we’ve combined Pre-Bill and Invoices into one section, known as the Billing Dashboard. To access the Billing Dashboard, click the “Billing” link at the top left of the main interface. To the top left, you will notice […]

Email Inbox

HoudiniEsq 2.0 allows you to manage email within the application with ease. You can link incoming email to Matters, send email directly to clients and other related parties, create billable Events from linked email, add document attachments and templates, and more. This article will give a general overview of the updated email […]

Matter Parties

In HoudiniEsq, both Contacts and Staff can be related to Matters in a variety of ways. Previously, we divided these relationships up into two different sections of the Matter; Related Parties and Matter Members. Now, with the 2.0 revision, they are both found under the same section; Parties. The Parties […]

Contact Overview

Next, we’re going to look at the actual Contact record in detail. The Contact record encapsulates everything you need to know about a person or organization in one place. It is comprised of multiple sections which we will cover in detail below. First and foremost is the Type designation. The […]

Contacts Dashboard

While HoudiniEsq is a Matter-centric system, Contacts are undoubtably the most important record in the system. Contacts in HoudiniEsq can be classified in any way you wish, and can further be related to Matters in a variety of possible relationships. While one Contact may be a client on a particular case, […]